PWMAI
SVC

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Service Properties Trust SVC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52K Hold
180
– – ﹤0.01% 506
2026
Q1 		$1.22K Hold
180
– – ﹤0.01% 480
2025
Q4 		$1.66K Buy
+180
New +$1.81K ﹤0.01% 479

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SVC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Service Properties Trust (SVC) position steady in Q2 2026 at 180 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SVC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.66K in Q4 2025. 77 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 180 shares of Service Properties Trust worth $1.52K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Service Properties Trust share count unchanged in Q2 2026.
  • Service Properties Trust made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #506 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Service Properties Trust in Q4 2025 and has held it in 3 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Service Properties Trust position peaked at $1.66K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.